07/20/2022
Mr. Eide joins Guggenheim from Houlihan Lokey, where he was responsible for the firm’s investment banking coverage of the legal, regulatory and compliance technology sectors.
07/19/2022
Former Fieldpoint Private Managing Director Tom Hakala joins Snowden Lane’s NYC headquarters.
07/19/2022
Prior to joining BNY Mellon Wealth Management, Brian was at Morgan Stanley for 12 years, where he most recently served as executive director, head of Cash Management & Bank Accounts.
07/19/2022
He is switching from the sales and product side to work as a private banker covering Brazil for JPM
07/18/2022
RIA Powerhouse Joins Bluespring to Focus on Key Growth Initiatives and M&A Strategy
07/18/2022
Corporate giving leader will ensure foundation supports all M&T communities,focuses on diversity, equity and inclusion
07/15/2022
Canter spent nearly 13 years at Fidelity, where he most recently served as head of the RIA custody business.
07/15/2022
The Reuters report notes that Gill joined the bank in 2020 from Prudential, where he was in charge of the group’s strategy and mergers and acquisitions deals.
07/15/2022
Reid joins the company from Versant Health, bringing 30+ years of industry experience Lincoln also names internal leader Ralph Ferraro to head its Retirement business, reporting to Reid
07/15/2022
Hassara began her career in banking after earning her Bachelor of Arts in Political Science from Vanderbilt University and her Master of Business Administration from The Wharton School of the University of Pennsylvania.
07/15/2022
Savio joins IDB with more than 25 years of experience in the investment banking industry
07/14/2022
Jeff Goldrich Joins Runway's Team as Managing Director, Technology, Bringing Nearly a Decade of Experience in the Technology Sector
07/14/2022
Experts in family/business law; business management; private lending; and CPA services will align cohesively
07/14/2022
35-year investment veteran to lead Cambridge Trust's expansion in Connecticut
07/14/2022
These strategic appointments build on the strength of Janus Henderson’s institutional team and reinforce Janus Henderson’s continued investment in hiring top talent across the organization.
07/14/2022
Long-serving manager to step down after nearly 40 years with the asset manager.
07/12/2022
Honey-Brooks joins Wealthspire from Coblentz Patch Duffy & Bass, a high-end boutique law-firm in San Francisco, where she practiced for the last five years.
07/12/2022
Ouray, Ridgway, Montrose and Delta Colorado client accounts to be in Hawley’s purview
07/12/2022
Santos has served as the company’s head of Diverse Segments, Representation and Inclusion since November 2020
07/12/2022
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